Financial Analyst/Fractional CFO

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Description: I'm seeking a detail-oriented financial professional to support our clients with budgeting, forecasting, and cash flow analysis. This role involves building and maintaining financial reports, reviewing client financials, and identifying trends to support decision-making. The ideal candidate is experienced in creating financial dashboards, analyzing budget-to-actuals, and delivering clear, actionable insights. *This is not a client facing role* Key Responsibilities: Build and maintain budgeting and cash flow spreadsheets Analyze financial data and provide monthly/quarterly summaries Prepare and review client financial reports Identify trends, variances, and areas of concern or opportunity Collaborate with our team to improve reporting processes Requirements: Strong Excel/Google Sheets skills (formulas, pivots, dashboards) Experience with forecasting and financial reporting Detail-oriented with excellent analytical and communication skills Familiarity with QuickBooks Online, Xero, or similar platforms a plus Estimated Hours: 10-15 hours/month with potential to grow

Keyword: Data Analysis

Price: $25.0

Financial Analysis Financial Projection Financial Modeling Forecasting